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Selectapension Limited was founded in 2004 as a response to increasing demand for a more cost effective and online retirement planning tool that caters for Financial Advisers, Pension Transfer Units, Actuaries, Scheme Trustees, and other Pension Professionals.

Selectapension provides an innovative and comprehensive Pension and Investment planning system, providing highly detailed analyses in a user-friendly package. The Company is not funded by any Pension Providers and is completely independent and unbiased.

Our ultimate aim is to provide the Financial Industry with a suite of tools that are comprehensive, yet affordable. The tools are aimed to be client friendly and they will continue to be developed to meet Adviser needs.

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  • Testimonials
  • Company Aims
 
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  • TESTIMONIAL

    Ernie, Consultant – Leeds

    I have been using Selectapension software for about thirty months now and I am so pleased with the ease of setting up our parameters and model portfolios from day one and the ongoing support ever since, I thought it was time for me to say a big thank you.

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  • TESTIMONIAL

    Bernard, Operations Manager - Richmond

    We have been using Selectapension's pension research and analysis tools for a year now. We are delighted with the ease of input and the quality of the output. From a commercial point of view, the time taken to produce meaningful reports for clients has reduced dramatically. We are also able to justify the fees for the advice we provide, rather than relying on transacting a product. This fits well within our Client Proposition, TCF and RDR.

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  • TESTIMONIAL

    Tony, Director - Colchester

    Having used your Selectapension product for some months now I would just like to say how impressed I am with the system. I find the results very impressive and our clients seem to be very satisfied with the level of detail that the report contains. My experience has given me the confidence to use any other financial services related systems that you may develop in the future.

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  • TESTIMONIAL

    Mel, Chartered Financial Planner - Colchester

    The system (Asset Reviewer) is a comprehensive research tool which easily sets out to the adviser and client the options available to them taking into account platform, fund and adviser charges. The reports are easy to understand and follow. In a world where evidence is key, if used correctly, this is a good piece of research software. We will be recommending this to our clients.

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  • TESTIMONIAL

    Iain, Wealth Management Partner - Swindon

    I signed up to the Selectapension service in May 2014 and have been delighted with the overall service and functionality. The product training given was very useful and effective, as I am able to use the system with little fuss or additional support. I have had occasion to contact the support line a couple of times and each time the staff resolved my query quickly and put me on my way again. I have completed over 50 comparison reports so far and the reports are clear and succinct in their layout, delivering concise information for the client and supporting my recommendation. The system is easy to populate with information to generate the report and I would have no hesitation in recommending the research tool to other advisers, bearing in mind that it is backed up by knowledgeable, efficient and courteous staff.

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  • TESTIMONIAL

    Stuart, Financial Adviser and Business Partner - Northumberland

    I find the fact that Selectapension is fully integrated with XPlan saves me a considerable amount of time as I no longer have to duplicate information. The reports are easily produced and are client friendly but more importantly in today's environment they provide a clearly defined compliance path, we have now had several reviewed by the Network and we have had no adverse feedback. Selectapension also helps in as much as it provides With Profits reports as and when required and helps with the FCA spread sheets. All in all it is a significant improvement on the system we used before.

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  • TESTIMONIAL

    Joseph, Paraplanner - Hildenborough

    We have used Selectapension for some years now and the ergonomic system suits our pension analysis needs. The tools have become an invaluable part of our advice process. Above all the staff cannot do enough in terms of allowing us to get the very most from the system and from the Provider's retirement projections.

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  • TESTIMONIAL

    Paul, Financial Adviser - Edinburgh

    We would like to acknowledge the superb service that we’ve been receiving from all at Selectapension. Whenever I call with a query relating to Defined Benefit plans or Drawdown plans everyone has been very helpful and knowledgeable. When dealing with Defined Benefit schemes in particular, the information we receive from pension providers is generally very complex. I’ve arranged one to one sessions to help with this and Selectapension is always very accommodating within the timescales requested. Also, providing us with a template that we can use when requesting information has been very useful. We are delighted that we moved to Selectapension, the difference really is night and day in terms of support and the reports produced.

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Selectapension Company Aims

 

“Selectapension’s mission is to provide the financial industry with leading technology, to deliver the research and analysis information essential for both you the Adviser and your clients at an affordable price.

As a customer focused organisation, we are committed to growing our product range and content by keeping abreast of legislative and technological change. We will continue to deliver an exceptional product backed by exceptional customer service”.